See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,241 | $169,032-62.0% | $129,207-50.3% | $145,922-56.0% |
| Participation rate | 35.3% | 76.4%-41.1pp | 69.6%-34.3pp | 80.3%-45.0pp |
| Annual return | 11.19% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $910 | $5,537-83.6% | $4,153-78.1% | $4,660-80.5% |
| Participant deferral / active EE | $1,748 | $4,987-65.0% | $4,168-58.1% | $6,688-73.9% |
| Admin fee / account holder | $5,776 | $9,954-42.0% | $7,715-25.1% | $13,397-56.9% |